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Excel Accountant: Advanced Pivot Tables

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • Tax Preparer

Published: July, 2020

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • Faq

Course Description

Overview

  • Summarize Access Data with Pivot Tables
    2 mins
  • Automatic Pivot Table Refresh
    11 mins
  • Creating Custom Lists
    16 mins
  • Disabling Custom List Sorting
    25 mins
  • Autofit Column Widths
    29 mins
  • Pivot Table Slicers (Excel 2010+)
    33 mins
  • Timeline Feature (Excel 2013+)
    43 mins
  • Pivot Table Conflicts
    47 mins
  • Convert XLS Workbooks
    59 mins
  • Automated Pivot Table Number Formatting
    66 mins
  • Testing the Pivot Table Clean-Up Macro
    89 mins
  • PowerPivot (Excel 2010+)
    99 mins

Course Description

In this outstanding course, Excel expert David Ringstrom, CPA, will expand your knowledge of pivot tables and show you step-by-step how to manipulate pivot table data faster and more efficiently. You’ll learn how to extract data from Microsoft Access databases and other sources, minimize repetitive steps in Excel by creating keyboard shortcuts, and adapt simple macros that can be recorded. In addition, David discusses several helpful Excel features, including the Table feature, PivotTable feature, Slicer feature, Linked Picture feature, the PowerPivot feature, and others.

David demonstrates every technique at least twice: first, on a PowerPoint slide with numbered steps, and second, in the subscription-based Microsoft 365 version of Excel. David draws your attention to any differences in the older versions of Excel (2019, 2016, 2013, and earlier) during the presentation as well as in his detailed handouts. David also provides an Excel workbook that includes most of the examples he uses during the webcast.

Microsoft 365 is a subscription-based product that provides new-feature updates as often as monthly. Conversely, the perpetual licensed versions of Excel have feature sets that don’t change. Perpetual licensed versions have year numbers, such as Excel 2019, Excel 2016, and so on.

Who Would Be Interested in This Course:

Practitioners who would like to learn how to manipulate their pivot table data faster and more efficiently.

Topics Covered:

  • Creating dynamic and interactive graphs with Excel’s PivotChart feature.
  • Discovering the Recommended PivotTables feature.
  • Launching macros that clean up pivot tables with a single mouse click.
  • Learning the nuances associated with subtotaling data within a pivot table.
  • Learning how the Table feature can vastly improve the integrity of pivot tables in Excel.
  • Incorporating calculations within or alongside pivot tables.
  • Learning how to expand and collapse pivot table elements, thereby avoiding information overload.
  • Gaining control of unruly pivot table data by creating a macro that can automatically transform all count fields into sums and apply number formatting in one fell swoop.
  • Mitigating the side effects of converting a table back to a normal range of cells.
  • Compiling unwieldy data into the format required for pivot table analysis quickly and easily.
  • Staving off frustration by filling blank cells within any columns that contain numbers with zeros before you create pivot tables.

Learning Objectives

  • To identify how to summarize pivot table data in new ways by grouping based on dates or custom arrangements that you define.
  • To recognize when and why to apply the Slicer feature.
  • To recall how to clean up your pivot tables with a mouse click.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 2 CE Credit of Computer Software and Applications for Tax Professionals
  • 2 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 2 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 2 CPE Credit for Certified Management Accountants (CMA)
  • 2 CPE Credit for Certified Internal Auditors (CIA)

Presenter

About Presenter

David Ringstrom, CPA (US)

President Excel Accountant

I own an Atlanta-based training and consulting firm that helps businesses nationwide streamline accounting challenges. Our specialties include:

  • Microsoft Excel
  • Microsoft Access
  • Sage 50/Peachtree Accounting
  • QuickBooks

Our services include training, technical support, accounting automation, and problem solving. I have spoken at conferences or meetings for these organizations:

  • National Association of Certified Valuators and Analysts
  • Institute of Real Estate Managers
  • Georgia Society of CPAs
  • South Carolina Society of CPAs
  • Georgia Government Finance Officers Association
  • Atlanta chapter, American Society of Women CPAs
  • Perimeter Chapter, Georgia Society of CPAs

I teach over 200 live webinars annually on Microsoft Excel across roughly two-dozen training providers. I am available for in-house training or select conference engagements as well.

I am the co-author of Idiot's Guide to Introductory Accounting. I've published hundreds of freelance articles on various topics, including Lotus 1-2-3, Quattro Pro, Microsoft Excel, Microsoft Office Accounting, QuickBooks, Peachtree Accounting, and more.

I serve as the technical editor for several books in Wiley's Dummies series, including QuickBooks for Dummies, Quicken for Dummies, Peachtree for Dummies, and more.

Specialties: Microsoft Excel, Visual Basic for Applications, Sage 50, Peachtree Accounting, QuickBooks, Microsoft Office Accounting, freelance writing, training, business consulting

About Company

Excel Accountant

www.excel-accountant.com

Excel Accountant is an exclusive excel training platform for CPA, Tax Professionals, Accountants, Bookkeepers, Financial Professionals, CFP, EA, CFOs & Controllers etc and the entire Accounting, Finance & Tax community.

Here is what you get for the yearly subscription from Excel Accountant website.

  • 40+ Courses
  • 80+ hours of Interactive Videos
  • All CPE Approved Courses
  • Unlimited Access to the Entire Library
  • Exclusively designed for Accounting, Finance & Tax Professionals

Faq

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
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  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
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  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
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Ratings and Review

4.6

18 Ratings

Excellent

10

Very Good

7

Average

1

Poor

0

Terrible

0

CC

Cari Corozza, CPA (US)

Dec 1st, 2020

A very details and great course! if you want to learn Excel and you are working in Finance/accounting field, this is the course you should enroll. Each chapter has a very details note, you may download the notes and keep if for future reference. I was surprised on the dashboard being done in this course! never thought I can use excel to create such a insightful and wonderful dashboard

HW

Harold Williams, CFP (CA), CPA (US)

Dec 1st, 2020

I am highly impressed with the course content and its coverage. I am heartily thankful to the author of the course for this wonderful creation. only one thing is that, Macros part is very less. It can be more elaborated. otherwise I am fully satisfied with the course. The training is very detailed, comprehensive and a good course for someone who wants to develop proper excel skill.

GM

Geoff Muehlberger, CPA (US)

Dec 27th, 2021

Very good information

WD

William Dombrowski, CPA (US)

Dec 10th, 2021

The format and pacing of the webinar makes understanding complex concepts easy to understand.

RA

Robert Aguada, ACCT/BK

Dec 10th, 2020

100% learning new material... was already of the basic copy and paste options, but using the 'alt E+S+V' as paste special values is something new to me, instead of right clicking and choosing the necessary option.